See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,834 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,279 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT, LLC Service code 27 · EIN 94-3029777 | Advisory (Plan) | $7,031 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $32 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,782 | $57,384+23.3% | $106,387-33.5% | $56,287+25.8% |
| Participation rate | 82.1% | 71.3%+10.7pp | 77.5%+4.6pp | 69.9%+12.2pp |
| Annual return | -5.61% | 5.91%-11.5pp | 0.25%-5.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $997 | $2,348-57.5% | $3,520-71.7% | $2,111-52.8% |
| Participant deferral / active EE | $3,905 | $3,799+2.8% | $5,421-28.0% | $3,350+16.6% |
| Admin fee / account holder | $174 | $566-69.3% | $7,510-97.7% | $521-66.6% |